Administrative Position Inventory
The purpose of this assessment is to help you, as a department administrator, and the Office of Sponsored Projects (OSP) identify staff development needs associated with your new or existing position. In addition to discussing this assessment with OSP, you may want to discuss this with your supervisor as it may be a helpful tool to help you individualize your orientation process and/or professional development experiences. This assessment gives you a snapshot of where you are today and points out areas that OSP can help you and also areas you may want to grow toward in the future.
Please complete the inventory and share it with OSP so that we can help put together a customized OSP orientation, professional development and in-service training plan.
Directions: For each category indicate the amount of experience you have had in implementing/using each task or function and the amount of training you have had in relation to that function. Indicate whether you believe you need additional training in that area.
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Amount of experience you have had with this task or function
4 = Extensive Experience; strong knowledge and understanding of this process and an ability to communicate it effectively. Ability to teach all aspects of this process to others.
3 = Moderate Experience; familiar with this process and good overall understanding. Can effectively use and explain the basic concepts and/or process to others.
2 = Limited Experience; some familiarity. Understands the concepts and usually apply them. Could use a slight refresher.
1 = No Experience; Either completely unfamiliar with the subject and/or requires training before being able to apply concepts.
Amount of training you have had in a given area
4 = Extensive training
3 = Moderate training
2 = Limited training
1 = No training
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Name: ______Date: ______
Position: ______
Department ______
Length of time in current position:______
Y/N Do you have University of Utah Research Administration experience?
If Y, how many years and in which departments? ______
______
Y/NDo you have other University Research Administration experience?
If Y, describe: ______
Y/NPre-award experience?
If Y, describe:______
Y/NPost-Award experience?
If Y, describe: ______
Y/NHave you ever worked with the Office of Sponsored Projects (OSP) before now?
If Y, describe your experience and level of familiarity: ______
Y/N Are you familiar with the OSP website?
If Y, how often do you use it to obtain information? ______
Y/NDo you have a thorough understanding of your position and job responsibilities?
Y/N Will you be responsible for pre-award activities?
If Y, will you be assisting with proposal development? Y/N
Y/NWill you be responsible for post-award activities?
Y/NWill you be responsible for managing others?
Y/N Will you be working one-on-one with faculty members and researchers?
Y/N Will you be responsible for helping new and/or junior faculty members and researchers?
Y/N Do you have adequate support within your department for training and orientation in your position?
Please explain: ______
______
Y/N Have you been through your department’s orientation and training?
If N, why not? ______
If Y, in what ways did you find it helpful or unhelpful? ______
______
Y/NHave you secured an office space, desk, computer, telephone, uID, Utah email, and other necessary equipment for day to day functioning?
If N, describe: ______
Y/NDo you have a CIS login?
Y/NHave you ever created a Document Summary Sheet (DSS)?
Y/NAre you familiar with Management Reports?
Y/N Do you have a NSF Fastlane account?
Y/N Do you know how to request a Fastlane account for yourself or a faculty member?
Y/N Do you have an eRA Commons account?
Y/N Do you know how to request a Fastlane account for yourself or a student/faculty member?
Y/N Do you have a Cayuse424 account?
Y/N Do you know how to request a Cayuse424 account for yourself of a faculty member?
Y/NAre you familiar with Research Administration Education (RATs)?
If Y, have you taken any classes? Y/N
If Y, which classes have you taken and did you find them useful?
Please detail your training needs and goals:
Amount of Experience / Level of Training / Training NeededPre Award
e-Proposal/DSS / 4 3 2 1 / 4 3 2 1 / Yes No
When a DSS is Required / 4 3 2 1 / 4 3 2 1 / Yes No
e-Proposal Dept. Approvals & Maintenance / 4 3 2 1 / 4 3 2 1 / Yes No
5 Day Rule / 4 3 2 1 / 4 3 2 1 / Yes No
OSP Structure / 4 3 2 1 / 4 3 2 1 / Yes No
Communicating with your SPO / 4 3 2 1 / 4 3 2 1 / Yes No
Funding Searching/Matching / 4 3 2 1 / 4 3 2 1 / Yes No
Funding Institutional (SciVal) / 4 3 2 1 / 4 3 2 1 / Yes No
Proposal Preparation (General) / 4 3 2 1 / 4 3 2 1 / Yes No
Find-A-Researcher / 4 3 2 1 / 4 3 2 1 / Yes No
RFP/Solicitation Review / 4 3 2 1 / 4 3 2 1 / Yes No
NIH Proposal Preparation / 4 3 2 1 / 4 3 2 1 / Yes No
NSF Proposal Preparation / 4 3 2 1 / 4 3 2 1 / Yes No
DOE Proposal Preparation / 4 3 2 1 / 4 3 2 1 / Yes No
DARPA Proposal Preparation / 4 3 2 1 / 4 3 2 1 / Yes No
NIH Proposal Preparation / 4 3 2 1 / 4 3 2 1 / Yes No
SciVal Experts / 4 3 2 1 / 4 3 2 1 / Yes No
Institutional Transfers / 4 3 2 1 / 4 3 2 1 / Yes No
Amount of Experience / Level of Training / Training Needed
Compliance
Human Subjects/IRB / 4 3 2 1 / 4 3 2 1 / Yes No
Animal Subject/IACUC / 4 3 2 1 / 4 3 2 1 / Yes No
Conflict of Interest/COI / 4 3 2 1 / 4 3 2 1 / Yes No
Responsible Conduct of Research / 4 3 2 1 / 4 3 2 1 / Yes No
PI Eligibility / 4 3 2 1 / 4 3 2 1 / Yes No
PI Exceptions/Approvals / 4 3 2 1 / 4 3 2 1 / Yes No
Limited Submissions / 4 3 2 1 / 4 3 2 1 / Yes No
Budget Considerations:
Cost-sharing / 4 3 2 1 / 4 3 2 1 / Yes No
3rd Party Cost-Sharing / 4 3 2 1 / 4 3 2 1 / Yes No
F&A Rate Calculations / 4 3 2 1 / 4 3 2 1 / Yes No
F&A Waivers / 4 3 2 1 / 4 3 2 1 / Yes No
Fringe Benefits / 4 3 2 1 / 4 3 2 1 / Yes No
Contractors/Consultants / 4 3 2 1 / 4 3 2 1 / Yes No
Subcontracts / 4 3 2 1 / 4 3 2 1 / Yes No
Subrecipient Commitment Form / 4 3 2 1 / 4 3 2 1 / Yes No
Amount of Experience / Level of Training / Training Needed
NIH Proposals
Cayuse424 / 4 3 2 1 / 4 3 2 1 / Yes No
Grants.gov / 4 3 2 1 / 4 3 2 1 / Yes No
SF424 / 4 3 2 1 / 4 3 2 1 / Yes No
Standard Proposal Components / 4 3 2 1 / 4 3 2 1 / Yes No
Budgeting (Detailed, Modular) / 4 3 2 1 / 4 3 2 1 / Yes No
Consortium Budgets / 4 3 2 1 / 4 3 2 1 / Yes No
Consortium Agreements / 4 3 2 1 / 4 3 2 1 / Yes No
Grants.gov Approvals / 4 3 2 1 / 4 3 2 1 / Yes No
Cayuse 424 Approvals / 4 3 2 1 / 4 3 2 1 / Yes No
Amount of Experience / Level of Training / Training Needed
NSF Proposals
NSF Fastlane / 4 3 2 1 / 4 3 2 1 / Yes No
NSF GPG / 4 3 2 1 / 4 3 2 1 / Yes No
Standard Proposal Components / 4 3 2 1 / 4 3 2 1 / Yes No
Budgeting / 4 3 2 1 / 4 3 2 1 / Yes No
Data Management Plan / 4 3 2 1 / 4 3 2 1 / Yes No
Collaborative Proposals / 4 3 2 1 / 4 3 2 1 / Yes No
Collaborative Proposals (lead) / 4 3 2 1 / 4 3 2 1 / Yes No
Collaborative Proposals (non-lead) / 4 3 2 1 / 4 3 2 1 / Yes No
Subawards / 4 3 2 1 / 4 3 2 1 / Yes No
Subaward Budgets / 4 3 2 1 / 4 3 2 1 / Yes No
SRO Approvals / 4 3 2 1 / 4 3 2 1 / Yes No
Amount of Experience / Level of Training / Training Needed
Post Award
Award Setup (Detailed Budget) / 4 3 2 1 / 4 3 2 1 / Yes No
COI Process at Setup / 4 3 2 1 / 4 3 2 1 / Yes No
Companion Projects / 4 3 2 1 / 4 3 2 1 / Yes No
e-Award / 4 3 2 1 / 4 3 2 1 / Yes No
Management Reports/Chartfields / 4 3 2 1 / 4 3 2 1 / Yes No
PAR’s / 4 3 2 1 / 4 3 2 1 / Yes No
D-JOBS / 4 3 2 1 / 4 3 2 1 / Yes No
Research Portal / 4 3 2 1 / 4 3 2 1 / Yes No
Expanded Authorities / 4 3 2 1 / 4 3 2 1 / Yes No
Re-budgeting / 4 3 2 1 / 4 3 2 1 / Yes No
Re-budgeting for Companions
Carryover Approval Process / 4 3 2 1 / 4 3 2 1 / Yes No
Preliminary Project/Extension Form / 4 3 2 1 / 4 3 2 1 / Yes No
NIH No-Cost Extensions / 4 3 2 1 / 4 3 2 1 / Yes No
NSF No-Cost Extensions / 4 3 2 1 / 4 3 2 1 / Yes No
Reporting:
Just in Time (JIT) / 4 3 2 1 / 4 3 2 1 / Yes No
NIH Research Performance Progress Report (RPPR) / 4 3 2 1 / 4 3 2 1 / Yes No
NSF Rearch.gov / 4 3 2 1 / 4 3 2 1 / Yes No
Faculty Activity Reports (FAR) / 4 3 2 1 / 4 3 2 1 / Yes No
GrantReporting/Close-Out:
Financial Status Reports / 4 3 2 1 / 4 3 2 1 / Yes No
Patent/Invention Reports / 4 3 2 1 / 4 3 2 1 / Yes No
Property Reports / 4 3 2 1 / 4 3 2 1 / Yes No
Technical Reports / 4 3 2 1 / 4 3 2 1 / Yes No
Amount of Experience / Level of Training / Training Needed
Subrecipient Monitoring
Responsibilities for proper monitoring / 4 3 2 1 / 4 3 2 1 / Yes No
Monitoring Record / 4 3 2 1 / 4 3 2 1 / Yes No
Please return this completed inventory to . Upon receipt, we will review your job description (if provided), and discuss training needs/goals and the availability of training opportunities, and help develop a customized plan that takes into consideration the skills and knowledge you bring into your position.
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